Filtering Leads

The filter tools on the Contacts page let you find exactly who you're looking for — whether you have hundreds or thousands of contacts.

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Quick Search

At the top of the Contacts page, there's a search bar.

Search by:

• Contact name — full name or partial
• Phone number — or partial number
• Email address

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Filter Buttons

The Contacts page has quick-filter buttons at the top:

Button	What It Does
All Agents	Filter by the agent assigned to the conversation
All Stages	Filter by sales funnel stage
All Tags	Filter by tag
All Instances	Filter by the WhatsApp number used
All Departments	Filter by department

Click any button and select a value to apply the filter instantly.

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Filtering by Stage

Want to see all contacts in the "Negotiation" stage?

1. Click All Stages
2. Select the stage (NEW, NEGOTIATION, WON, LOST…)
3. The list updates immediately

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Filtering by Tag

1. Click All Tags
2. Select the tag (VIP, Lead…)
3. Only contacts with that tag appear

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Bulk Actions

After filtering, select multiple contacts at once:

1. Check the boxes next to contacts you want
2. Bulk action options appear
3. Choose an action:
   • Add Tag — applies a tag to all selected contacts
   • Change Stage — moves them to a funnel stage
   • Add to Campaign — adds them to a broadcast campaign

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Exporting Contacts

After filtering, click Export to download the visible contact list as an Excel file.

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Practical Example: Target Inactive Customers

Want to re-engage customers who haven't replied in 3 months?

1. Click All Tags → select inactive (or use All Stages for a stage-based filter)
2. Select all
3. Click Add to Campaign → select your re-engagement campaign

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Next Step

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